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Ontario, CA


  • Compiles loan documentation and ensures that all conditions and requirements for closing are met.
  • Prepares and routes closing document packages to appropriate destinations.
  • Maintains document mailing/conversation log, and commission disbursement and funding registers. 
  • Ensures warehouse files arrive in central office within one business day of funding.
  • Identify and review problem files and take corrective action to facilitate funding; inform manager on status of problem files, requesting assistance if necessary.


  • Minimum one to two years of loan funding and drawing loan docs (or comparable experience.)
  • High School diploma or equivalent.
  • Strong interpersonal-communication and business-relationship skills.
  • Detail oriented with strong organizational and follow-through skills.
  • Excellent analytical, written communication and verbal communication skills.
  • Technologically proficient.
  • Proven negotiations skills and forecasting capabilities.

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